Purchases and Sales Made in Q2 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.32K+ 26.02% |
$723K - $935K
|
40.3K
$4.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.27KNew |
$719K - $929K
|
8.27K
$829K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.96KNew |
$692K - $894K
|
7.96K
$799K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7.68KNew |
$668K - $863K
|
7.68K
$771K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.37KNew |
$640K - $828K
|
7.37K
$739K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.17KNew |
$623K - $806K
|
7.17K
$720K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.82K+ 7.8% |
$593K - $767K
|
94.3K
$9.46M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$503K - $650K
|
5.79K
$581K
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
5.5KNew |
$478K - $618K
|
5.5K
$552K
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.45K+ 5.49% |
$473K - $612K
|
105K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.4KNew |
$469K - $606K
|
5.4K
$541K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.3K+ 37.28% |
$461K - $595K
|
19.5K
$1.96M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.24K+ 36.75% |
$456K - $589K
|
19.5K
$1.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
4.81K+ 17.47% |
$418K - $540K
|
32.3K
$3.24M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.75K+ 8.15% |
$413K - $534K
|
63.1K
$6.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.59KNew |
$399K - $515K
|
4.59K
$460K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.5K+ 900.0% |
$391K - $506K
|
5K
$502K
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.45KNew |
$387K - $500K
|
4.45K
$446K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23K+ 69.05% |
$368K - $476K
|
10.4K
$1.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 19.03% |
$362K - $468K
|
26K
$2.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.15KNew |
$361K - $466K
|
4.15K
$416K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.13K+ 11.22% |
$359K - $464K
|
40.9K
$4.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
3.95K+ 47.78% |
$343K - $444K
|
12.2K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
3.84KNew |
$334K - $431K
|
3.84K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$323K - $417K
|
3.71K
$373K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.48K+ 95.82% |
$303K - $391K
|
7.11K
$714K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.43K+ 155.37% |
$298K - $385K
|
5.64K
$566K
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.8KNew |
$243K - $315K
|
2.8K
$281K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.77KNew |
$240K - $311K
|
2.77K
$277K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.69K+ 97.54% |
$234K - $303K
|
5.46K
$548K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.67K+ 28.8% |
$232K - $300K
|
11.9K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 1.14% |
$229K - $296K
|
235K
$23.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
2.6KNew |
$226K - $292K
|
2.6K
$260K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 28.63% |
$225K - $291K
|
11.6K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.55K+ 2.89% |
$221K - $286K
|
90.7K
$9.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 7.61% |
$206K - $266K
|
33.5K
$3.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.36KNew |
$205K - $265K
|
2.36K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.2KNew |
$191K - $247K
|
2.2K
$221K
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.03K+ 3.66% |
$176K - $228K
|
57.5K
$5.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.94K+ 26.11% |
$168K - $218K
|
9.36K
$939K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.89K+ 8.18% |
$164K - $212K
|
25K
$2.51M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
1.82K+ 2.63% |
$159K - $205K
|
71.3K
$7.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.82K+ 94.83% |
$158K - $204K
|
3.73K
$374K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8K+ 4.88% |
$157K - $202K
|
38.7K
$3.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.79KNew |
$156K - $201K
|
1.79K
$180K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.79K+ 6.36% |
$155K - $201K
|
29.8K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.77K+ 10.3% |
$154K - $199K
|
18.9K
$1.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.75K+ 26.27% |
$152K - $196K
|
8.4K
$843K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.72K+ 79.81% |
$150K - $193K
|
3.88K
$389K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.67K+ 30.29% |
$145K - $187K
|
7.16K
$719K
|